Purchases and Sales Made in Q3 2025 in Ishares Tr Edge High Yield Def (HYDB)
This table provides information about the institutional ownership of Ishares Tr Edge High Yield Def (HYDB) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR EDGE HIGH YIELD DEF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
187K+ 77.66% |
$8.79M - $8.97M
|
428K
$20.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
139K+ 669.87% |
$6.55M - $6.68M
|
160K
$7.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
68.2K+ 29.43% |
$3.21M - $3.27M
|
300K
$14.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
65.7K+ 41.18% |
$3.09M - $3.15M
|
225K
$10.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
43.1K+ 8.68% |
$2.03M - $2.07M
|
539K
$25.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
26.9KNew |
$1.26M - $1.29M
|
26.9K
$1.27M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
20.3K+ 4.41% |
$957K - $976K
|
482K
$22.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
14.3K+ 50.42% |
$673K - $686K
|
42.7K
$2.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
14.2KNew |
$668K - $681K
|
14.2K
$674K
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
BUY
|
- |
12.9K+ 6.41% |
$605K - $617K
|
213K
$10.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 42.34% |
$570K - $581K
|
40.7K
$1.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.7K+ 25.84% |
$551K - $562K
|
57.1K
$2.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
9.44KNew |
$444K - $453K
|
9.44K
$448K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
9.12KNew |
$429K - $438K
|
9.12K
$433K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8.7K+ 89.23% |
$409K - $417K
|
18.4K
$875K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.65KNew |
$360K - $367K
|
7.65K
$363K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.14K+ 27.37% |
$289K - $294K
|
28.6K
$1.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.14KNew |
$242K - $247K
|
5.14K
$244K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.12K+ 8.89% |
$241K - $246K
|
62.7K
$2.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4.92K+ 4.22% |
$232K - $236K
|
122K
$5.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.77K+ 48.11% |
$224K - $229K
|
14.7K
$697K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.73K+ 20.03% |
$222K - $227K
|
28.3K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.58KNew |
$215K - $220K
|
4.58K
$217K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.37KNew |
$205K - $209K
|
4.37K
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.23KNew |
$199K - $203K
|
4.23K
$201K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.11K+ 14.71% |
$146K - $149K
|
24.3K
$1.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.93K+ 0.93% |
$138K - $141K
|
319K
$15.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.84K+ 2.97% |
$133K - $136K
|
98.4K
$4.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.59K+ 18.75% |
$74.9K - $76.4K
|
10.1K
$478K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.03K+ 3.03% |
$48.6K - $49.6K
|
35.2K
$1.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
773+ 2.82% |
$36.4K - $37.1K
|
28.1K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
549+ 5.95% |
$25.8K - $26.3K
|
9.77K
$463K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
430+ 488.64% |
$20.2K - $20.6K
|
518
$24.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
371+ 2.95% |
$17.4K - $17.8K
|
13K
$615K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
279+ 2.23% |
$13.1K - $13.4K
|
12.8K
$606K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
208+ 4.52% |
$9.78K - $9.98K
|
4.81K
$228K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
141+ 2.66% |
$6.63K - $6.76K
|
5.45K
$258K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
115+ 1.78% |
$5.41K - $5.52K
|
6.57K
$312K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
90+ 1.89% |
$4.23K - $4.32K
|
4.86K
$230K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
50New |
$2.35K - $2.4K
|
50
$2.37K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
31+ 0.09% |
$1.46K - $1.49K
|
34.9K
$1.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22+ 0.93% |
$1.03K - $1.06K
|
2.38K
$113K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.89% |
$47 - $48
|
113
$5.36K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-16- 0.21% |
$752 - $768
|
7.68K
$364K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-35- 0.22% |
$1.65K - $1.68K
|
16.1K
$764K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-111- 32.27% |
$5.22K - $5.32K
|
233
$11.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-132- 2.06% |
$6.21K - $6.33K
|
6.28K
$298K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-135- 21.26% |
$6.35K - $6.48K
|
500
$23.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-385- 12.93% |
$18.1K - $18.5K
|
2.59K
$123K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-387- 41.3% |
$18.2K - $18.6K
|
550
$26.1K
|